We embed as the full finance team across your portfolio — clean books, thesis tracking, always diligence-ready. One team, one standard, every portco. $240-300K/yr in SG&A savings per company that drops straight to EBITDA.
Three Pillars of Portfolio Company Finance
How we deliver value at every stage of the hold period.
Embedded Execution
Your boots on the ground.
We complete the finance function — Controller, Finance Director, platform. Clean GAAP books closed by BD 5-7, with the books instrumented to track the specific levers from the investment thesis. Revenue by segment, margin by service line, working capital by driver. One team doing both — not a bookkeeper who closes the books and a separate consultant who analyzes them.
- ✓Connect to any ERP (QBO, Intacct, NetSuite, Xero) — full history in days
- ✓GAAP-compliant books, monthly close by BD 5-7, financial package by BD 10
- ✓Investment thesis levers mapped to specific accounts in the COA
- ✓Early warning when numbers diverge from plan — lever-level, not just top-line
- ✓Functional finance team in 6-8 weeks vs 3-6 months to hire
Leveraged acquisitions come with reporting obligations. MOIC is EBITDA growth times multiple expansion — but the operating partner can only manage levers they can see. We deliver both the trustworthy numbers and the lever-level granularity from a single embedded team.
Exit Readiness
Always 30 days from surviving diligence.
Not a phase that starts 12 months before exit. A discipline from day one. The EBITDA bridge is maintained monthly, addbacks documented in real-time, and revenue quality tracked continuously.
- ✓Monthly adjusted EBITDA bridge with defensible addbacks
- ✓Revenue quality: concentration, retention, recurring vs project mix
- ✓Data room maintained and current — not assembled in a panic
- ✓Annual internal QoE stress-test by our Finance Director
Without us, most portcos need 3-6 months of cleanup before going to market. With us, the operating partner has timing optionality — 30 days from diligence-ready at any point, go to market when conditions are right.
Portfolio Leverage
One team, one standard, all companies.
Each new portco plugs into the same framework. The operating partner manages by exception — red/yellow/green across the portfolio, drill into the red.
- ✓Standardized reporting taxonomy across all portcos
- ✓Portfolio comparison dashboard: same KPIs, same format, every company
- ✓Single point of contact who knows every portco
- ✓Bolt-on integration in weeks, not months
PE firms do 2-5 bolt-ons per platform company. Speed of financial integration directly impacts whether the combined entity shows improved financials for the next transaction.
Powered by AI
The technology layer that makes three pillars possible with a small senior team.
Real-Time Financial Data
Every portco gets this from day one. No monthly PDFs, no stale spreadsheets — live financial data flowing through a single platform.
- ✓27+ data connectors (QBO, Intacct, NetSuite, Xero, Finch, Plaid, Stripe)
- ✓15-minute change data capture — always current
- ✓Anomaly detection engine with AI-powered explanations
- ✓Real-time Power BI dashboards and Excel connectivity
- ✓Portfolio comparison view across any mix of ERPs
Custom Automation From Inside the Business
Because we're embedded in the portco doing the work, we see operational friction nobody else sees — and we build the fix. Lightweight, targeted, no enterprise software sale required.
- ✓Invoicing automation and billing workflow optimization
- ✓Cross-functional reporting that bridges operations and finance
- ✓Reconciliation workflows between project tools and the GL
- ✓Process optimization that eliminates manual hours
- ✓Solutions built for one portco, adapted across the portfolio
Every manual process we automate is headcount saved or hours freed. That's direct EBITDA improvement — thesis-relevant, not just cool tech.
The Math for PE
Per portfolio company, $15M revenue services business
For a 5-company portfolio: $8-11M total enterprise value from the finance line item alone.
How We Engage
Portfolio-level MSA. Per-portco deployment. No volume discounts — because we deliver more value, not less.
Portfolio Oversight
Charged at the fund level. Does not hit portco EBITDA.
- ✓Portfolio comparison dashboard
- ✓Monthly operating partner briefing
- ✓Quarterly portfolio board pack
- ✓Cross-portfolio benchmarking
- ✓Coordinated annual budget process
Full Finance Function
Replaces Controller + bookkeeper + fractional CFO.
- ✓GAAP monthly close (BD 5-7)
- ✓Financial statements & board packages
- ✓Budget, forecast & variance analysis
- ✓EBITDA bridge & exit readiness
- ✓Thesis lever tracking & KPI dashboards
Deal-Triggered
Scoped projects as transactions arise.
- ✓Quality of Earnings preparation
- ✓GAAP conversion & restatement
- ✓Post-acquisition integration
- ✓Data room assembly
- ✓Financial model builds
Deal-Tested Team
Not bookkeepers who learned some FP&A.
Dave Burton, CPA
Founder & CEO
CPA (NY & FL), 15+ years. Former Global Controller and CFO. Built the AI platform that powers real-time data sync across 27+ connectors. Owns the PE firm relationship and platform roadmap.
Nathan Barba
Finance Director (ex-Houlihan Lokey)
Former Houlihan Lokey investment banking. Speaks the language of EBITDA bridges, QoE, working capital pegs, and management presentations. The strategic quarterback for every portco.
Maverick got our financials deal-ready in 6 weeks. The buyer's diligence team had zero follow-up questions on the numbers.
CEO, PE-backed SaaS Company
Sell-Side Readiness
They embedded into our portco post-close and had the books clean, reporting live, and the CFO seat filled within 90 days.
Operating Partner, Mid-Market PE Fund
Post-Close Integration
Proven at Scale
Real results from production engagements.
Connected two disparate data systems (Airtable operational data + Sage Intacct GAAP accounting), synced 538K+ records, and reconstructed a full P&L that reconciled to the penny against Sage native reporting. Department-level financial visibility that didn't exist before. The kind of data infrastructure a QoE provider wants to see.
Managing a portfolio?
One conversation to see if we're the right fit. No pitch deck required.
Talk to Dave